Taking payment for orders

How to receive payments through Stripe for your quotes, orders, and invoices

With internal payments enabled on your account (which you can find in settings/payments), payment buttons are added to your accounting documents. These payment buttons appear both on the web view and also the PDF export.

Payment buttons will appear on:

  • Quotes

  • Order confirmations

  • Proforma invoices

  • Tax invoices

If a quote is paid for while it is in the Draft or Issued status, ToolBox automatically marks the quote as Ordered.

Payment while in the Ordered or Invoices status will not change the status automatically, but each quote shows whether it has been paid for or not, so you can track the payment separately from order fullfilment.

Payment feature enabled on internal quotes
Payment buttons for the customer to pay now.
Stripe checkout page for processing the payment.
Payment status is displayed for each quote that has been ordered.

Manage paid status manually

You can mark a quote as paid or unpaid:

Actions menu options

Quotes that have been paid for via ToolBox Payments will automatically have their status set to Paid via Stripe and cannot be changed. If you take payment for a quote outside of ToolBox Payments you can use this feature to manually change and track the payment status of orders.

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